Guide To Industry Conferences: M&A

Chris Latham, Managing Editor, Wealth Solutions Report

Get The Essentials On The ECHELON Partners Deals & Dealmakers Summit And DeVoe & Company’s M&A+ Succession Summit

Not sure which of the seemingly endless wealth management industry conferences you should attend this year? That’s why WSR publishes our Guide To Industry Conferences!

We explain when and where the crucial events are scheduled to be held in 2023, along with who attends and why they show up. Our latest entry in the series, on M&A, covers the ECHELON Partners Deals & Dealmakers Summit and DeVoe & Company’s M&A+ Succession Summit.

These two are the main annual M&A events that wealth management firms flock to year after year. If other consultancies or investment banks build out significant events in the future, WSR will add them to subsequent editions of our guide.

ECHELON Partners Deals & Dealmakers Summit

The Manhattan Beach, California-based investment bank ECHELON Partners will host its annual Deals & Dealmakers Summit (DDM) from August 29 to August 30 at the Ritz-Carlton, Laguna Niguel in California. DDM gathers more than 220 C-suite executives, more than 35 M&A subject matter experts and more than 30 speakers for what ECHELON calls “the MBA program in deal making.”

Dan Seivert, CEO and Managing Partner, ECHELON Partners

“We are excited to host this year’s edition of the Deals & Dealmakers Summit at the Ritz-Carlton in Laguna Niguel,” Dan Seivert, CEO and Managing Partner at ECHELON Partners, told WSR. “The event features some of the leading experts (~70% female) in M&A in wealth management. The event is the largest and longest standing M&A summit and attendees over the past 12 years have consummated more than 400 transactions. The DDM features a 404-level curriculum that is extremely interactive, and offers unparalleled marketing and networking opportunities for attendees.”

In addition to Seivert, this year’s scheduled speakers and subject matter experts include Jeff Dekko, CEO at Wealth Enhancement Group; Jenny Souza, CEO & President at Emigrant Partners; Alex Goss, Co-CEO, Co-Founder at NewEdge Advisors & Managing Partner at NewEdge Capital Group; Lauren Seidman, Managing Director at Stone Point Capital; Amit Dogra, President & COO at tru Independence; Jodie Papike, President at Cross-Search; James Hughes, Head of Investment Advisory Lending at Live Oak Bank; and Greg Gessert, Vice President of Enterprise Sales at LPL Financial.

Topics scheduled for the upcoming agenda include “Increasing The Value of Your Firm: Debating Choices for Organizational Design, Business Model and Management Techniques”; “Advanced Concepts of Deal Structuring, Valuation, & Legal Terms”; “Private Equity Perspectives on Opportunities and Challenges Facing Owners and Investors in Wealth Management Businesses”; “Breakaway to RIA – Evaluation of Trends, Opportunities and Obstacles”; and “Top Takeaways from TAMPs and Tech Transactions.”

Lisa Crafford, Director, Head of Business Consulting, BNY Mellon | Pershing

“I’m thrilled to represent BNY Mellon | Pershing with the team (James T. Crowley, Ben Harrison & Sean Keenan ) at the ECHELON Partners Deals & Dealmakers Summit this week,” Lisa Crafford, Director, Head of Business Consulting, posted on LinkedIn during last year’s event. “Only a few hours in, it’s clear that Dan and the team has invested in stacking the stage with incredible speakers (with a very clear emphasis on female representation) and driving attendance from leading firms & sponsors.”

DDM also features opportunities to attend an onsite networking lunch and offsite dinners with event sponsors. Absolute Engagement, BNY Mellon | Pershing, Diamond Consultants, Goldman Sachs, Cerulli & Associates, Edelman Financial Engines, F2 Strategy, SS&C Advent and Wedbush are among the approximately 35 sponsors. And for early birds, there’s the inaugural Deals & Dealmakers Golf Event featuring 18 holes on the Monarch Beach Golf Links (Ritz-Carlton Coastal Course) beginning at 7 a.m. on the morning of August 29.

DeVoe & Company’s M&A+ Succession Summit

The San Francisco-based wealth management M&A consultancy DeVoe & Company will host its annual M&A+ Succession Summit from September 18 to September 20 at the Ritz-Carlton, Dallas. Last year’s event in Chicago had 213 attendees and this year’s event is expected to have at least 225 attendees, based on early registration figures. So far, 25 speakers are set to take the stage this year.

David DeVoe, CEO and Founder, DeVoe & Company

“Deciding to sell is one of the biggest life decisions an RIA owner can make. The DeVoe M&A+ Succession Summit brings executives and CEOs from the top acquirers to give guidance to prospective sellers,” David DeVoe, CEO and Founder of DeVoe & Company, told WSR. “Last year, some of the best advice from the panelists was for sellers to have clarity and conviction around their story: know your motivation and know your numbers. Year after year, attendees at the DeVoe M&A+ Succession Summit tell us they leave with fresh ideas and tangible insights to plan strategically as a seller or buyer.”

In addition to DeVoe, speakers scheduled for the 2023 M&A+ Succession Summit include Shannon Eusey and Matt Cooper, respectively CEO and President at Beacon Pointe Advisors; Larry Miles, CEO at Choreo; Jon Beatty, COO, Advisor Services at Charles Schwab; Catherine Williams, Head of Practice Management at Dimensional Fund Advisors; Scott Holsopple, Chief Growth Officer at Hightower; Michael Belluomini, Vice President, Mergers and Acquisitions at Carson Group; and Alicia Chandler, President at Oak Street Funding.

Topics scheduled for the upcoming agenda include “Lessons from Seasoned Acquirers”; “Chasing Growth in a Shifting Landscape”; “Changing of the Guard: The Succession Conversation”; “State of the Union: Wealth Management Industry Outlook”; “Valuations and Transactions in Today’s Market”; “Four Funerals and a Wedding: Dos and Don’ts for M&A and Succession”; and “Financing Your M&A and Succession Plans.” The event also features various networking sessions and dedicated time for one-on-one meetings with subject matter experts.

David Canter, President, Bluespring Wealth Partners

“I had the privilege of speaking at the DeVoe & Company M&A+ Summit this week in Chicago on the State of the Union panel,” David Canter, President at Bluespring Wealth Partners, posted on LinkedIn during last year’s event. “I think our industry is continuing to mature and adapt with the changing marketplace and evolving client needs. Thank you Jon Beatty and Ben Harrison for the great discussion!”

Premier level sponsors for the M&A+ Succession Summit are Charles Schwab, Beacon Pointe Advisors, Choreo and LPL Financial. Additional sponsors include Alera Group, Allworth Financial, Fidelity Investments, Homrich Berg Wealth Management, NewEdge Advisors, Raymond James and Sequoia Financial Group.

Chris Latham, Managing Editor at Wealth Solutions Report, can be reached at clatham@wealthsolutionsreport.com

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